Ballast Point Financial Planning, LLC

Hi! We are Ballast Point Financial Planning, an independent fee-only practice dedicated to helping young professionals with equity compensation achieve their financial goals. We provide comprehensive financial planning, tax preparation, and investment management all under one roof. We act as a thinking partner to help you make informed decisions that align with your values. Our physical offices are located in Burlingame, CA and Orlando, FL, but we conduct all our meetings virtually and can work with clients across the country. Our founder, Shawn Tydlaska, started Ballast Point in 2016 with a vision to positively impact the lives of 1 million people through personal finance.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

340 Lorton Ave Ste 216 Burlingame, CA 94010-4126 Phone: (650) 636-7526

Primary Office

340 Lorton Ave Ste 216 Burlingame, CA 94010-4126 Phone: (650) 636-7526

Other Offices

450 S. Orange Ave., 3rd Floor Orlando, FL 32801 Phone: (407) 765-6862